Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY WEALTH MANAGERS INC | 05-03-2024 | 03-31-2024 | 480 | 1,327,146,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 1 | $43,729,797 | 504,555 | 0.00 | 0.00 | -49,043 | -8.86 | 03-31-2024 |
| BROADCOM INC COM | Stock | 2 | $39,243,435 | 29,609 | 0.00 | 0.00 | -5,021 | -14.50 | 03-31-2024 |
| APPLE INC COM | Stock | 3 | $36,528,578 | 213,019 | 0.00 | 0.00 | -8,302 | -3.75 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 4 | $33,794,742 | 80,326 | 0.00 | 0.00 | -4,792 | -5.63 | 03-31-2024 |
